SC

Syon Capital Portfolio holdings

AUM $1.86B
1-Year Est. Return 22.66%
This Quarter Est. Return
1 Year Est. Return
+22.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$75.8M
2
+$13.8M
3
+$12M
4
AAPL icon
Apple
AAPL
+$9.07M
5
META icon
Meta Platforms (Facebook)
META
+$7.07M

Top Sells

1
+$58.3M
2
+$18.2M
3
+$10.3M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.28M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$3.29M

Sector Composition

1 Technology 14.54%
2 Healthcare 7.12%
3 Financials 7.05%
4 Communication Services 4.62%
5 Industrials 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.2M 0.83%
60,645
+8,161
27
$9.88M 0.8%
103,556
-28,804
28
$9.73M 0.79%
33,762
-2,900
29
$9.68M 0.79%
18,172
+2,195
30
$9.64M 0.78%
11,670
+1,171
31
$9.62M 0.78%
106,191
+1,229
32
$9.08M 0.74%
76,329
-4,555
33
$8.71M 0.71%
227,091
+12,123
34
$8.56M 0.7%
34,898
+4,966
35
$8.48M 0.69%
54,300
+23,860
36
$8.47M 0.69%
58,043
-3,098
37
$8.33M 0.68%
79,622
+15,724
38
$7.62M 0.62%
21,735
+3,598
39
$7.52M 0.61%
136,429
-8,136
40
$7.51M 0.61%
14,342
+1,388
41
$7.33M 0.6%
90,060
-9,840
42
$6.54M 0.53%
6,916
+903
43
$6.3M 0.51%
71,811
+5,642
44
$5.71M 0.47%
10,424
+1,617
45
$5.69M 0.46%
151,919
-12,665
46
$5.62M 0.46%
10,366
+1,617
47
$5.22M 0.43%
5,599
+1,108
48
$5.19M 0.42%
30,425
+3,347
49
$5.11M 0.42%
20,624
-264
50
$5.03M 0.41%
29,114
+2,116
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